Client Registrations¶
Client Registrations are self-service sign-ups submitted by prospective clients — for example, through a public registration form. This screen lets you review, verify, and turn them into full client records.
Accessing Client Registrations¶
In the sidebar, click Clients → Registrations.
The Four Tabs¶
| Tab | Shows |
|---|---|
| All | Every registration received, regardless of status |
| Assigned | Registrations already linked to an existing client record |
| Validated | Registrations that have been verified but not yet linked to any client — these are the ones needing your action |
| Pending | Registrations that are neither validated nor assigned yet — read-only |
Each tab shows a badge with the current count, and its own search box.
Acting on a Validated Registration¶
On the Validated tab, each row has two actions:
- New Client — creates a brand-new client record from the registration's details. You'll be asked to confirm before the client is created.
- Assign Existing — opens the client selector so you can link the registration to a client that already exists in your list, rather than creating a duplicate.
The Pending Tab¶
Pending registrations haven't confirmed their email yet, so nothing here is actionable — there's no New Client or Assign Existing button, only the registration's details for reference. Once the registration's email is confirmed, it moves to the Validated tab, where you can act on it.
Refreshing¶
Click the refresh icon next to the search box to reload the All, Assigned, and Validated tabs at once — useful if registrations are coming in while you work.
Why is a registration still showing after I assigned it?
Once assigned, a registration moves out of the Validated tab and into Assigned — check there to confirm the action completed. If it's still on Validated, try Refresh.
A registration is stuck on Pending
Pending means the registrant hasn't confirmed their email address yet. There's nothing to do here until they complete that step — it isn't something you can validate on their behalf from this screen.